Industry

Industry

The business side of tech. Analysis on tech giants, startups, market trends, emerging technologies, and policies shaping the IT landscape.

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Memory spiked first, CPUs followed, now PCBs could be the next victim of the AI boom

In a nutshell: The ongoing AI boom has already inflated the cost of memory, storage, and processors, with effects spilling over to electronics incorporating those components. The impact of AI data center expansion is not expected to subside anytime soon, and to make matters worse, the conflict between the US and Iran threatens to worsen supply chain disruptions while creating new ones.
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Apple turns 50 with a legacy of reinventing the personal computer

Through the looking glass: Apple turned 50 this week as a multi-trillion-dollar platform company built around the iPhone, the most successful product ever made, along with laptops, tablets, smartwatches, audio gear, and a multitude of digital services. But it all began as a bare circuit board passed around a hobbyist club in Silicon Valley.
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It's not just memory anymore: AI data centers are taking all the CPUs, too

Expect prices to increase further this year
Ripple effect: Ongoing AI datacenter construction has created shortages of DRAM and NAND that manufacturers say will impact prices for years, but memory isn't the only component that datacenters require. Recent reports indicate that manufacturers are also facing shortages of CPUs that might further increase prices.
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